Chase Bank

Chase Wealth Management Private Client Advisor

Chase Bank

2125 E Main St, Bridgeport, CT 06610, USA
Full-TimeDepends on ExperienceEntry LevelAssociate
Job Description

You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You’ll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.

Where is this job?
This job is located at 2125 E Main St, Bridgeport, CT 06610, USA
Job Qualifications
  • At least 2 years in a Financial Advisor role or equivalent financial services experience

  • Demonstrated ability and commitment to goals-based planning and advice

  • A valid and active Series 7

  • Certified Financial Planning (CFP®) certification is preferred

Required Skills
  • Customer Relationship Management

  • MS Word

  • Time Management Skills

  • MS Excel skills

  • Data analysis and presentation skills

Soft Skills
  • Verbal communication

  • Driven and self-motivated

  • Prioritizing skills

  • written communication

  • Detail oriented and highly organized

  • multitasker

Compensation

According to JobzMall, the average salary range for a Chase Wealth Management Private Client Advisor in 2125 E Main St, Bridgeport, CT 06610, USA is $75,000 to $100,000 per year.

Additional Information
Chase Bank is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedMarch 4th, 2021
Apply BeforeMay 22nd, 2025
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About Chase Bank

JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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